Jamie Shepherd

A blended family, comprised of a couple with children from previous marriages, approached us seeking guidance on structuring their wills. John and Emily each had two children from a previous marriage. The primary concern was how...

As first-time parents, Amelia and Michael were navigating uncharted waters, considering the responsibility of parenthood and the need to plan for the unexpected. Through thoughtful discussions and leveraging our experience, we...

Henry and Margaret, grandparents with a growing family, approached us with the intention of updating their wills. The primary concern for Henry and Margaret was to update their wills to reflect the changing dynamics of their...

Emma and James, a young unmarried couple, recently purchased their first home together. Their mortgage broker had recommended an initial discussion with us to understand what would happen in the event one of them were to die. Emma...

Jane is an avid animal lover with a household of beloved pets. Her family includes three dogs, two cats, and a parrot, all of whom she considers cherished members of her family. Concerned about the welfare of her pets in the event...

A couple approached us wanting to put Lasting Powers of Attorney (LPAs) in place as quickly as possible. They understood the importance of having arrangements in place should either of them lose the ability to make decisions for...

A client wanted to put important plans in place for the future but faced a significant challenge. Due to mobility issues, travelling to appointments was difficult and often uncomfortable, making it harder for them to access the...

A gentleman recently contacted Soteria Estate Planning after being diagnosed with early-stage dementia. Having heard that a dementia diagnosis meant he could no longer make a Will, he was worried he had left it too late to ensure...

A lady recently contacted Soteria Estate Planning after searching online for someone to help her write her Will. Unsure where to begin and wanting a trustworthy recommendation, she turned to artificial intelligence for guidance....

A married couple approached Soteria Estate Planning to review the Wills they had put in place through a workplace benefits scheme several years earlier. Having been reassured at the time that their estate planning was "taken care...